Posted inHead To Head, ESG

HEAD-TO-HEAD: JP Morgan vs Robeco

FSA compares the JP Morgan Asia Equity Dividend Fund with Robeco Asian Stars Equities Fund, which incorporates ESG in its process.
by Fund Selector Asia
Asia Equity Funds

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Pictured: Luke Ng, senior vice president of research at FE Advisory Asia

Asia ex-Japan equity sector funds available in Hong Kong number 116, according to FE data, with a total AUM of $64.5bn. Although as a sector the funds underperformed global indices during most of the three years ending 31 March, they shone brightly in the first quarter of 2017.

With the sentiment on China bullish, and the region likely to continue benefiting from the country’s opening and growth, Asia ex-Japan equities remain an attractive sector.

This week, FSA asked FE’s Luke Ng to compare two broad-based Asia equity funds: the JP Morgan Asia Equity Dividend Fund and the Robeco Asian Stars Equities.

Both funds have been in the market for less than four years. While their investment scope is similar, they differ in their main investment objectives.

JP Morgan aims to provide dividend income, while Robeco is focused on growth.

Robeco also explicitly integrates environmental, social and corporate governance (ESG) considerations into the fund’s investment process.

JP Morgan Asia Equity Dividend Robeco Asian Stars Equities
Inception 31 May 2013 15 November 2013
Size $1.82bn $271m
OCF 1.56% 1.96%
FE Rating ***** **
Morningstar Rating **** ***
Fund Manager Jeffrey Roskell Michiel van Voorst

 

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